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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,138 | $45,872+22.4% | $77,096-27.2% | $68,486-18.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.31% | 1.73%-18.0pp | 42.35%-58.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,939 | $1,650+17.5% | $2,814-31.1% | $2,597-25.3% |
| Participant deferral / active EE | $1,969 | $2,963-33.5% | $4,429-55.5% | $4,028-51.1% |
| Admin fee / account holder | $7,315 | $3,041+140.5% | $5,428+34.8% | $5,404+35.4% |